Before the Next Nvidia-Style Run, Here Are 3 AI Stocks Worth Watching - The Globe and Mail

As artificial intelligence (AI) infrastructure spending continues to rise, demand is growing not only for AI chips but also for high-speed connectivity technologies that enable efficient data movement... Read original →

The AI infrastructure boom is cascading from compute to interconnect layers: NVIDIA’s NVLink and PCIe Gen 6 ecosystems are forcing connectivity vendors like Astera, Credo, and Marvell to accelerate innovation as data-movement bottlenecks intensify. Geopolitical tightening of U.S. export controls on advanced packaging and optical interconnects will raise validation costs for non-U.S. supply chains—especially fabless firms reliant on Taiwan, China foundries. In response to NVIDIA’s strategic investment in Marvell’s custom optics, Broadcom and Intel will likely fast-track integrated silicon photonics and electrical I/O solutions to capture hyperscaler share. Over the next 18 months, deployment of Scorpio switches and ZeroFlap low-latency architectures will trigger valuation divergence: full-stack interoperability commands premium pricing, while discrete-component suppliers face margin compression. The bandwidth war, driven by compute density, is just entering its exponential phase.